+357.4%
SOXL vs MKSI
+162.5%
+194.8%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +4.3% | +5.6% | +2.4% |
| 7D | +5.3% | +1.8% | +3.6% | +2.4% |
| 30D | -11.2% | -16.8% | +5.6% | +22.9% |
| 3M | -55.4% | -21.1% | -34.3% | -15.9% |
| 6M | +107.1% | +10.8% | +96.3% | +151.6% |
| YTD | +179.0% | +63.3% | +115.7% | +105.2% |
| 1Y | +357.4% | +157.0% | +200.4% | +124.8% |
| All | +357.4% | +162.5% | +194.8% | +124.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded MKSI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling